Purchases and Sales Made in Q4 2023 in Amazon Com Inc (AMZN)
This table provides information about the institutional ownership of Amazon Com Inc (AMZN) during Q4 2023. The information is specifically focused on institutions that hold shares of AMAZON COM INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.53% |
$10.5K - $13.6K
|
5.84K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
87+ 0.47% |
$10.4K - $13.4K
|
18.8K
$4.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Channing Global Advisors, LLC
|
BUY
|
- |
87+ 0.24% |
$10.4K - $13.4K
|
37.1K
$8.12M
|
|
|
Jan 05, 2024
Q4 2023
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
86+ 45.03% |
$10.3K - $13.3K
|
277
$60.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Whelan Financial
|
BUY
|
- |
85+ 1.77% |
$10.2K - $13.1K
|
4.9K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
85+ 2.3% |
$10.2K - $13.1K
|
3.79K
$829K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
85+ 1.75% |
$10.2K - $13.1K
|
4.93K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
83+ 0.02% |
$9.92K - $12.8K
|
381K
$83.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
82+ 3.76% |
$9.8K - $12.6K
|
2.26K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
82+ 1.71% |
$9.8K - $12.6K
|
4.89K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
82+ 149.09% |
$9.8K - $12.6K
|
137
$30K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
81+ 0.18% |
$9.69K - $12.5K
|
45.9K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
81+ 0.47% |
$9.69K - $12.5K
|
17.3K
$3.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
81+ 0.43% |
$9.69K - $12.5K
|
18.9K
$4.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
80+ 0.22% |
$9.57K - $12.3K
|
37.3K
$8.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
80+ 4.13% |
$9.57K - $12.3K
|
2.02K
$442K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
80+ 0.94% |
$9.57K - $12.3K
|
8.56K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
79+ 0.45% |
$9.45K - $12.2K
|
17.7K
$3.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
79+ 1.43% |
$9.45K - $12.2K
|
5.61K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
79+ 0.2% |
$9.45K - $12.2K
|
39.9K
$8.73M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
78+ 0.17% |
$9.33K - $12K
|
46.2K
$10.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
77+ 8.35% |
$9.21K - $11.9K
|
999
$219K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
77+ 0.27% |
$9.21K - $11.9K
|
29K
$6.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
76+ 3.3% |
$9.09K - $11.7K
|
2.38K
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
76+ 0.41% |
$9.09K - $11.7K
|
18.5K
$4.06M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
75+ 0.55% |
$8.97K - $11.6K
|
13.7K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
75+ 1.11% |
$8.97K - $11.6K
|
6.81K
$1.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
75+ 2.42% |
$8.97K - $11.6K
|
3.18K
$696K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
75+ 0.4% |
$8.97K - $11.6K
|
18.6K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
75+ 0.39% |
$8.97K - $11.6K
|
19.2K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
75+ 0.34% |
$8.97K - $11.6K
|
22.1K
$4.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.61% |
$8.97K - $11.6K
|
12.5K
$2.73M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
75+ 1.42% |
$8.97K - $11.6K
|
5.36K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
73+ 1.15% |
$8.73K - $11.2K
|
6.42K
$1.41M
|
|
|
Jan 17, 2024
Q4 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
73+ 0.17% |
$8.73K - $11.2K
|
43.5K
$9.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
73+ 3.15% |
$8.73K - $11.2K
|
2.39K
$523K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
72+ 0.44% |
$8.61K - $11.1K
|
16.3K
$3.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
72+ 1.07% |
$8.61K - $11.1K
|
6.8K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
70+ 0.24% |
$8.37K - $10.8K
|
28.9K
$6.33M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
70+ 0.84% |
$8.37K - $10.8K
|
8.37K
$1.83M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
70+ 2.34% |
$8.37K - $10.8K
|
3.06K
$670K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
69+ 0.96% |
$8.25K - $10.6K
|
7.23K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
69+ 0.81% |
$8.25K - $10.6K
|
8.64K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
68+ 3.44% |
$8.13K - $10.5K
|
2.05K
$448K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
68+ 0.11% |
$8.13K - $10.5K
|
61.6K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
67+ 1.38% |
$8.01K - $10.3K
|
4.91K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
67+ 1.57% |
$8.01K - $10.3K
|
4.32K
$946K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
67+ 0.12% |
$8.01K - $10.3K
|
56.1K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
67+ 2.34% |
$8.01K - $10.3K
|
2.93K
$642K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
66+ 1.13% |
$7.89K - $10.2K
|
5.89K
$1.29M
|